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Larson Financial Group

Sponsor
Actively Raising

Larson Financial Group Website

Larson Financial Group Overview

Larson Financial Holdings is a nationally recognized integrated financial services firm headquartered in St. Louis, Missouri, dedicated to delivering comprehensive, client-centered financial planning. Since its establishment in 2006, Larson has grown into a one-stop platform supporting over 200 financial advisors across 30 states, managing more than $4.6 billion in assets under management. The firm’s model is rooted in long-term advisory relationships, multi-disciplinary financial solutions, and an unwavering commitment to helping individuals, families, and institutions flourish financially and personally.

Larson’s expansive ecosystem includes wealth management, tax strategy, retirement planning, estate planning, real estate investing, insurance solutions, and specialized support for medical professionals, business owners, family offices, and high-net-worth individuals. By unifying advisory, tax, accounting, real estate, insurance, and advanced planning services under one platform, Larson eliminates fragmentation and empowers clients to streamline their entire financial life in one place. Their advisor-first infrastructure and commitment to holistic planning position Larson as a leading integrated financial services destination.

The firm’s culture is defined by its mission—Empowering All to Flourish—and grounded in principles of integrity, service, and stewardship. Larson invests heavily in its people, earning recognition as one of St. Louis’ Top Workplaces and one of the fastest-growing firms in 2025. Through the Larson Foundation, the company also plays an active philanthropic role, contributing millions to communities worldwide. Whether serving individual investors, physicians, retirees, business owners, or institutions, Larson prioritizes trust, personalized strategy, and long-term impact.

Address

100 N. Broadway, 17th Floor

St. Louis,

Missouri

63102

Year Founded

2006

Operates In

Missouri

Asset Classes

Development

Accepted Investors

Accredited